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iShares Select Dividend ETF

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
501
SeaCrest Wealth Management
New York
$783K +$4.54K +43 +0.6%
LIM
502
Leavell Investment Management
Alabama
$781K +$33.3K +315 +4%
Simplex Trading
503
Simplex Trading
Illinois
$780K +$780K +7,391 New
AL
504
Aspiriant LLC
California
$773K +$494K +4,672 +177%
TLP
505
Trinity Legacy Partners
Texas
$770K +$134K +1,277 +21%
DIP
506
DT Investment Partners
Pennsylvania
$768K +$768K +7,270 New
CM
507
Columbus Macro
Pennsylvania
$766K
PCA
508
Peddock Capital Advisors
Massachusetts
$758K
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$756K
VC
510
Vicus Capital
Pennsylvania
$754K -$779K -7,370 -51%
TPW
511
Tiller Private Wealth
Pennsylvania
$754K +$60.3K +570 +9%
MFW
512
Meristem Family Wealth
Minnesota
$748K
GFP
513
Gryphon Financial Partners
Ohio
$745K -$28.1K -266 -4%
CA
514
Crewe Advisors
Utah
$740K +$7.93K +75 +1%
PP
515
Patten & Patten
Tennessee
$740K +$15.9K +150 +2%
JWA
516
JFS Wealth Advisors
Pennsylvania
$739K -$9.3K -88 -1%
SMFG
517
Sumitomo Mitsui Financial Group
Japan
$739K +$5.92K +56 +0.8%
TC
518
Telemus Capital
Michigan
$734K -$113K -1,070 -13%
OAM
519
Oppenheimer Asset Management
New York
$724K -$8.87K -84 -1%
BOS
520
Bingham Osborn & Scarborough
California
$722K -$10.6K -100 -1%
Asset Management One
521
Asset Management One
Japan
$721K -$13.7K -130 -2%
WA
522
WealthTrust Axiom
Pennsylvania
$719K -$36K -341 -5%
WS
523
Wedbush Securities
California
$712K +$108K +1,024 +18%
RMAM
524
Raab & Moskowitz Asset Management
New Jersey
$711K +$72.6K +688 +11%
KCM
525
Kanawha Capital Management
Virginia
$710K +$20.2K +191 +3%